EquityCompass Investment Management

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

1 South St Fl 16, Baltimore, Maryland, 2...

Phone Number

(443) 224-1231

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About EquityCompass Investment Management

EquityCompass offers a range of investment portfolios and strategies designed to meet the financial goals of clients, including retirement and wealth accumulation. Their services cater primarily to financial advisors, providing them with complementary skills and a commitment to excellence in asset management. The company emphasizes a thorough investment process to achieve successful performance while managing risk and volatility. Their diverse portfolio options include core, equity, fixed income, and alternative strategies tailored to various client needs.Explore more
EquityCompass Investment Management's Social MediaPopular SearchesEquitycompass Investment Management LLCEquityCompassEquitycompass StrategiesChoice Financial Partners IncCompass Elite Equity LLCSIC Code 62,628NAICS Code 52,523Show more

EquityCompass Investment Management Org Chart

PhoneEmail
RH
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Chief Investment Officer & Senior Portfolio M...

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RC
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Chief Investment Officer

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TM
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Senior Portfolio Manager

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BK
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Senior Portfolio Manager

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MS
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Senior Portfolio Manager

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LL
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Portfolio Manager

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JD
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Senior Portfolio Manager

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AC
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Portfolio Analyst

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SC
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Senior Portfolio Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EquityCompass Investment ...

<$5M
11-50
Private
-
2007
RH
Robert HagstromChief Investment Officer & Senior Portfolio Manager
$8.6M
11-50
Private
<$5M
1988
BP
Brian ParkSenior Vice President, Private Client Advisor
<$5M
1-10
Private
<$5M
2017
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
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Company Profile Activity

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Among all Finance companies

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Activity Insights

EquityCompass Investment Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EquityCompass Investment Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EquityCompass Investment Management.

EquityCompass Investment Management Tech Stack

A closer look at the technologies used by EquityCompass Investment Management

EquityCompass Investment Management News & Media

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Frequently Asked Questions Regarding EquityCompass Investment Management

What is EquityCompass Investment Management's official website?
EquityCompass Investment Management's official website is www.equitycompass.com
What is EquityCompass Investment Management's Revenue?
EquityCompass Investment Management's revenue is <$5 Million
What is EquityCompass Investment Management's SIC code?
EquityCompass Investment Management's SIC: 62,628
What is EquityCompass Investment Management's NAICS code?
EquityCompass Investment Management's NAICS: 52,523
How many employees does EquityCompass Investment Management have?
EquityCompass Investment Management has 11-50 employees
What industry does EquityCompass Investment Management belong to?
EquityCompass Investment Management is in the industry of: Finance, Securities Trading
What is EquityCompass Investment Management competition?
EquityCompass Investment Management top competitors include: NorthCoast Asset Management, Evanson Asset Management, Arbor Asset Allocation Model Portfolio, Journey Capital Advisers
What companies has EquityCompass Investment Management acquired?
EquityCompass Investment Management has acquired the companies: First Empire Securities, Bryan, Garnier & Co, Occam Capital, City Securities
What technology does EquityCompass Investment Management use?
Some of the popular technologies that EquityCompass Investment Management uses are: DocuSign, amCharts, Neustar UltraDNS, Vimeo
How do I contact EquityCompass Investment Management?
EquityCompass Investment Management contact info: Phone number: (443) 224-1231 Website: www.equitycompass.com
What does EquityCompass Investment Management do?

EquityCompass offers a range of investment portfolios and strategies designed to meet the financial goals of clients, including retirement and wealth accumulation. Their services cater primarily to financial advisors, providing them with complementary skills and a commitment to excellence in asset management. The company emphasizes a thorough inves... tment process to achieve successful performance while managing risk and volatility. Their diverse portfolio options include core, equity, fixed income, and alternative strategies tailored to various client needs.Read More

What are EquityCompass Investment Management social media links?
EquityCompass Investment Management Linkedin page EquityCompass Investment Management Twitter page
Is EquityCompass Investment Management a public company?
EquityCompass Investment Management is private company therefore does not currently have an official ticker symbol
See more information about EquityCompass Investment Management

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